+429.0%
ENPH vs WY
+75.7%
+353.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.4% | +8.2% | +7.8% |
| 7D | +9.3% | -2.1% | +11.3% | +10.8% |
| 30D | -7.3% | -10.5% | +3.2% | +0.6% |
| 3M | -31.7% | -4.9% | -26.9% | -30.2% |
| 6M | -3.5% | -4.9% | +1.4% | -1.6% |
| YTD | +21.2% | -1.7% | +22.8% | +19.3% |
| 1Y | +0.1% | -9.4% | +9.4% | +4.3% |
| 3Y | -67.7% | -22.3% | -45.4% | -61.8% |
| 5Y | -76.2% | -20.5% | -55.7% | -72.4% |
| 10Y | +2,057.2% | +4.9% | +2,052.3% | +1,714.5% |
| All | +429.0% | +75.7% | +353.3% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling